Setting Up Recurring Workflow on ALL records of an Entity
Hello, We want to set up a recurring workflow on all records of an entity. The goal is to deactivate a contract (which is a custom entity in our organisation) when the end date is passed.I looked into...
View ArticleDynamics 365 for Phones - View error on Account form
Hi Community,I'm getting an error on account form while navigating to Contacts Sub-grid.I've also checked for "Available for Phone" in sub-grid's properties.Error: The view is unavailable.Please...
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entityName = EntityDetails.Attributes["name"].ToString(); text = userName + " has created Opportunity " + entityName + " on sub-account " + accountName + " to have an Estimated Revenue of " +...
View ArticleDisplay Multi values in single row in SSRS report Using Fetch XML
Dear all,I have implemented the SSRS report it it based on Fetch XML.Now Scenario is like this i want to display the Names one after another using comma separator after the each name in a single...
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Checkbox broken after CRM 2015 update 0.3
Hello all,Currently, we are running CRM 2015 update 0.2 (On-Premise). After updating our test environment to the latest update 0.3, we have noticed that our checkbox on the forms are broken: And here...
View ArticleResco Reports Mobile CRM
Hey everyone, I have a general SSRS report, and I need to run it in Resco like I usually do on web CRM. I want to go to Reports entity -> Run it.How can this be achieved in Resco? I published the...
View ArticleGetSaveMode / PreventDefault Javascript
Good afternoon,I'm tempted to get in CRM 365 which is the Activate Quotation event, I tried the # 29 but it's only returning me 1 as paid, someone would know how to do it via Javascript?Below the code...
View ArticleHide Ribbon Button based on currents users record value.
HiThere is this scenario where I need to hide some Ribbon Buttons only if there is a particular option set field value on System user record. I wrote the below JavaScript and calling the function using...
View ArticleTrack existing Exchange emails in Dynamics 365
A potential client has tens of thousands of emails, including attachments, in an Exchange online instance. They have many public folders in their Exchange online instance. Currently, when an email...
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Can't get the mail merge button to work on my contacts view Dynamics 365
Hi All,I am trying to follow the steps below, to add the mail merge button to the contact overview but cant get it to work. The button doesnt work if I click on it...
View ArticleHow to know CRM account detail whether it is on premise or online using...
Hi,I am working on a solution where I need to change code flow according to the CRM Account Type(On Premise/Online).Can anybody suggest me how can I come to know whether account is OnPremise or Online...
View ArticleDynamic CRM Case and Customer
Hi, Can any one help me to find, how to add customer and case management in dynamic CRM? Our organization using another ticketing system. But we are trying follow dynamic crm support. already installed...
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I have a guid value for an item in a entity, and I need to get values of one field from that entity.How can I achieve this? Please help!
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Get lookup value in parameter SSRS Fetch XML report Dynamics 365
In Dynamics 365 i am building a fetch XML report using BIDS. I have defined 3 parameters defined for fetching the data as per my requirement however when i run the report i get the values as a dropdown...
View ArticleSetting value on lookup field using JavaScript in crm portals
Hi All,Can anyone tell me how can i set the value on a lookup field using javascript in CRM portal form. I have tried using the following script...
View ArticleHow to get the list of user that not have "created activity" in yesterday...
How to get the list of user that not have "created activity" in yesterday (for example task activity) c# plug-in code
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ISSUE WITH NETWORK
Dear all good mrg,I am facing an issue. The issue is always need router restart in my company because outlook error for receive E-mail for all PC'S. So the E-mail server is in another location not in...
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Advanced Find does not display data
Hi All ,I have a Advanced Find view where when we put Activity Party (Party) Contains Data then it displays Data,but when we put Party(User) Contains Data it does not display any Data. I need to know...
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How to show opportunity sub grid fields on opportunity System view
In opportunity entity I have sub grid as a feedback(Lookup) form. My question is that I want to show opportunity and feedback fields in my opportunity view. I have tried in managing view to add but...
View ArticleWhere is workplace area? where to look for new announcements??
Hi All,I am a newbie and learning Dynamics 365.Under Administration area, new announcements can be created using Announcements sub area.It says the following: "AnnouncementsCreate, edit, and delete...
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